See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $595,193 | $197,591+201.2% | $177,821+234.7% | $158,922+274.5% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.7%-12.7pp | 82.0%-7.0pp |
| Annual return | 15.21% | 58.76%-43.6pp | 48.32%-33.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $12,689 | $6,697+89.5% | $5,918+114.4% | $4,761+166.5% |
| Participant deferral / active EE | $16,250 | $8,405+93.3% | $7,714+110.7% | $5,982+171.6% |
| Admin fee / account holder | $4,224 | $15,399-72.6% | $12,427-66.0% | $11,246-62.4% |